DataScan helps you learn more about your clients, respond quickly to new or changing tax laws, and provide fast, personalized service to clients with specific needs. DataScan lets you search your client database for all types of information using the criteria of your choice.
Search for clients affected by tax law changes, particular client profile information or client history. Build and save customized searches using simple words and phrases. Take full advantage of the opportunities hidden in this information by generating a wide range of analytical reports, lists, and mailing labels.
- Respond quickly to new or changing tax laws
- Provide fast, personalized service
- Identify opportunities hidden in your client information
Automate every step of the tax prep process
Explore the AI-enabled digital tax workflow
Leveraging AI-based technologies like computer vision and machine learning in a digital tax workflow reduces data entry and other inefficient manual processes. AI-enabled tax features include automated data ingestion, smart scanning, grouping patterns and predictive suggestions.
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Maximize revenue with end-of-year client advisory meetings
End-of-year client meetings are a prime opportunity to go beyond the usual tax return engagements. These meetings allow firms to offer planning services that can significantly impact clients’ financial health and future strategies. By preparing thoroughly and using the right tools, firms can position themselves as trusted advisors, offering valuable insights and proactive advice.
Streamline BOI reporting
One of the most challenging aspects of BOI reporting is gathering and verifying the necessary information from beneficial owners. This process can be time-consuming and prone to errors, especially when dealing with multiple stakeholders. CCH DataScan technology helps to automate this process, reducing the burden on firms.